How does scheduling invoices work?

Explore how to auto-send invoices on Bonsai.

Updated over a week ago

Scheduling an invoice to auto-send

Scheduling your invoice to send in the future can be used with one-time or recurring invoices, just by clicking "Schedule Later" when viewing an invoice.

๐Ÿ“† The invoice issued date must be in the future in order to schedule sending.

Once you click this, it will show you the modal to set your custom email that will send to your client, as well as confirm that it will send in the future.

Once it is scheduled, you can click the banner above the invoice to view more details.

This modal will tell you the date it will be sent as well as a link to disable the auto-sending if needed.

Then on the issued date, Bonsai will automatically send your invoice to your client at 7AM in your account's timezone.


The day before an invoice is scheduled to be sent, Bonsai will send you an email reminder.

This will simply let you know that the invoice will be sent the following day and to make any last changes if needed. You can view and edit the invoice, or do nothing and it will continue to send automatically (unless cancelled).

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